Setting up the Salesforce Connector

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SmartConnect 2017

Setting up the Salesforce Connector

The following items must be addressed within Salesforce before access can be obtained through SmartConnect:

User access tokens
User security
Real time data source access


The following setup items are defined within SmartConnect:

Connector setup
Real-time data source web service
Individual Salesforce login details


The following things may be set up within Salesforce to make processing with SmartConnect quicker and simpler:

External ID's


Note: The SmartConnect Salesforce connector uses version 28 of the Salesforce API.